Introduction to Salesforce: A Practical Guide

سرفصل های دوره

Learn about Salesforce CRM through a hands-on sales journey, from login to customisation.

1. Introduction to Salesforce

1. About the Course

2.1 Slide Deck - Introduction to Salesforce v1.0.pdf

2.2 Udemy Support - Video Playback Issues.html

2. Course Slide Deck and Playback Tips

3. What is Salesforce CRM

4. Setting up a Salesforce Developer Org

2. Overview of the Salesforce Lightning UI

1. Logging In and Out of Salesforce

2. Salesforce App Launcher and Apps

3. Tabs and List Views, Objects and Records

4. Record Pages and Fields

3. Learning Basic Salesforce Concepts through a Sales Journey

1. Creating a Record Lead

2. Activities Tasks and Events Qualifying a Lead

3. Out of the Box Automations Converting a Lead

4. Related Records Accounts, Contacts and Opportunities

5. Finding Records in Salesforce Using the Global Search

6. Working on a Record Opportunity

7. Collaboration in Salesforce with Chatter

4. Basic Salesforce Customisation

1. Customising Salesforce - Introduction

2. Creating a Custom Object

3. Creating Custom Fields

4. Creating a Custom Tab

5. Creating a Record-Triggered Flow Start

6. Configuring a Record-Triggered Flow Get Records

7. Configuring a Record-Triggered Flow Create Records

8. Using the Flow Closing the Opportunity

9. Customising Page Layouts

10.1 My LinkedIn Profile Page.html

10. Thank You

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تولید کننده: Udemy